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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

990 hedge funds and large institutions have $22.8B invested in Schwab US Large- Cap ETF in 2021 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 366 increasing their positions, 309 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
+122
Holders Change %
+14.06%
% of All Funds
15.29%
Holding in Top 10
168
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+12.75%
% of All Funds
2.59%
New
175
Increased
366
Reduced
309
Closed
32
Calls
$2.52M
Puts
$1.58M
Net Calls
+$934K
Net Calls Change
+$267K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$151M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$148M
3
CSIA
Charles Schwab Investment Advisory
California
+$116M
4
HighTower Advisors
HighTower Advisors
Illinois
+$113M
5
Charles Schwab
Charles Schwab
California
+$55.3M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$204M
2
CST
Charles Schwab Trust
Nevada
-$30.6M
3
BWA
BlueSky Wealth Advisors
North Carolina
-$30.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$23.4M
5
WANY
Wealthspire Advisors (New York)
New York
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
426
Kingsview Wealth Management
Oregon
$1.78M -$28.6K -1,506 -2%
SWM
427
SigFig Wealth Management
California
$1.78M +$101K +5,964 +6%
CCFM
428
Clear Creek Financial Management
Washington
$1.77M -$24.6K -1,296 -1%
BlackRock
429
BlackRock
New York
$1.76M -$55.7K -2,934 -3%
SWP
430
Stratos Wealth Partners
Ohio
$1.76M +$99.7K +5,256 +6%
HIF
431
Hill Island Financial
Michigan
$1.76M +$1.76M +92,994 New
NF
432
NTB Financial
Colorado
$1.76M +$1.76M +92,856 New
PL
433
Plancorp LLC
Missouri
$1.76M -$71.6K -3,774 -4%
CA
434
Capital Advantage
California
$1.75M -$58.9K -3,246 -3%
JWBC
435
John W. Brooker & Co
California
$1.75M +$122K +6,438 +7%
SCM
436
Spreng Capital Management
Ohio
$1.75M -$33.2K -1,752 -2%
NGA
437
Naples Global Advisors
Florida
$1.75M +$84.9K +4,476 +5%
TNA
438
True North Advisors
Texas
$1.74M +$42.1K +2,220 +2%
RBA
439
Richard Bernstein Advisors
New York
$1.73M -$2.17M -114,390 -56%
OC
440
Oppenheimer & Co
New York
$1.72M -$569 -30 -0%
WI
441
Wedgewood Investors
Pennsylvania
$1.72M – – –
CAI
442
Capital Advisors Inc
Oklahoma
$1.72M +$196K +10,308 +13%
BWM
443
BT Wealth Management
Georgia
$1.71M +$1.45M +76,650 +562%
IC
444
IEQ Capital
California
$1.7M -$342K -18,042 -17%
PCA
445
Personal Capital Advisors
California
$1.68M +$159K +8,466 +10%
EAM
446
Evanson Asset Management
California
$1.67M -$11K -582 -0.7%
JWA
447
JFS Wealth Advisors
Pennsylvania
$1.67M -$10.5K -552 -0.6%
RWMH
448
Riverpoint Wealth Management Holdings
Illinois
$1.67M +$6.15K +324 +0.4%
CSI
449
Cross Staff Investments
New York
$1.65M +$1.65M +87,162 New
AWM
450
Altium Wealth Management
New York
$1.64M +$266K +14,016 +19%
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